Evexia Wealth LLC Reduced Holdings in Q4 2024

Evexia Wealth LLC

  • $295 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20.5K
- 53.51%
$100.24 - $101.35 $2.05M - $2.08M
17.8K $1.81B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-86.7K
- 67.47%
$20.6 - $20.71 $1.79M - $1.8M
41.8K $865M
HUBB
Hubbell Inc

Industrials
-300
- 1.01%
$418.89 - $472.12 $126K - $142K
29.3K $11.7B
UNH
Unitedhealth Group Inc

Healthcare
-46
- 0.26%
$485.52 - $625.25 $22.3K - $28.8K
17.9K $9.42B
NOC
Northrop Grumman Corp

Industrials
-97
- 0.7%
$466.52 - $543.88 $45.3K - $52.8K
13.8K $6.48B
NDSN
Nordson Corp

Industrials
-626
- 3.25%
$208.83 - $264.36 $131K - $165K
18.6K $3.99B
TIP
Ishares Tr Tips Bd ETF

ETFs
-6.94K
- 63.76%
$106.33 - $110.69 $738K - $768K
3.94K $428M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.06K
- 3.82%
$244.52 - $284.07 $258K - $300K
26.6K $6.71B
INTU
Intuit Inc

Technology
-67
- 0.33%
$602.01 - $706.25 $40.3K - $47.3K
20.5K $11.9B
HSY
Hershey CO

Consumer Defensive
-1.15K
- 12.34%
$168.67 - $193.65 $194K - $223K
8.18K $1.27B
BDX
Becton Dickinson & CO

Healthcare
-831
- 6.39%
$220.02 - $243.75 $183K - $203K
12.2K $2.8B
EOG
Eog Resources Inc

Energy
-85
- 0.27%
$118.22 - $136.54 $10K - $11.6K
31.9K $4.03B
ON
On Semiconductor Corp

Technology
-1.12K
- 12.09%
$63.05 - $74.7 $70.6K - $83.7K
8.14K $417M
APD
Air Products & Chemicals, Inc.

Basic Materials
-595
- 4.12%
$285.5 - $335.62 $170K - $200K
13.9K $4.3B
DOX
Amdocs LTD

Technology
-1.63K
- 3.97%
$82.94 - $92.86 $136K - $152K
39.5K $3.4B
ORA
Ormat Technologies, Inc.

Utilities
-864
- 8.97%
$67.12 - $83.84 $58K - $72.4K
8.77K $561M
TT
Trane Technologies PLC

Industrials
-186
- 8.42%
$369.35 - $419.14 $68.7K - $78K
2.02K $720M
MCD
Mcdonalds Corp

Consumer Cyclical
-121
- 0.88%
$288.47 - $316.54 $34.9K - $38.3K
13.7K $4.02B
NEE
Nextera Energy Inc

Utilities
-342
- 4.31%
$69.77 - $85.43 $23.9K - $29.2K
7.59K $518M
RS
Reliance Steel & Aluminum CO

Basic Materials
-341
- 2.75%
$264.2 - $326.32 $90.1K - $111K
12.1K $3.41B
OC
Owens Corning

Industrials
-565
- 20.89%
$169.41 - $210.81 $95.7K - $119K
2.14K $387M
AAPL
Apple Inc.

Technology
-925
- 1.94%
$221.69 - $259.02 $205K - $240K
46.8K $10.6B
MS
Morgan Stanley

Financial Services
-875
- 12.88%
$104.42 - $134.99 $91.4K - $118K
5.92K $828M
ROP
Roper Technologies Inc

Industrials
-217
- 2.52%
$519.85 - $575.95 $113K - $125K
8.41K $4.82B
CASY
Caseys General Stores Inc

Consumer Cyclical
-389
- 2.66%
$366.65 - $427.88 $143K - $166K
14.2K $6.07B
PH
Parker Hannifin Corp

Industrials
-611
- 3.06%
$621.74 - $709.46 $380K - $433K
19.4K $13.2B
ACN
Accenture PLC

Technology
-320
- 0.99%
$343.9 - $376.86 $110K - $121K
32.1K $12.4B
RSG
Republic Services, Inc.

Industrials
-542
- 1.2%
$198.0 - $218.75 $107K - $119K
44.6K $9.85B
COST
Costco Wholesale Corp

Consumer Defensive
-361
- 2.98%
$873.59 - $994.69 $315K - $359K
11.8K $12.3B
JPM
Jpmorgan Chase & CO

Financial Services
-2.22K
- 5.65%
$205.18 - $250.29 $455K - $555K
37K $10.2B
AVGO
Broadcom Inc.

Technology
-2.44K
- 3.79%
$159.67 - $250.0 $389K - $609K
61.8K $13.9B
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.19K
- 3.85%
$129.13 - $198.21 $283K - $435K
54.9K $11.4B
Activity Summary
Buys All Purchases 42 New Holdings 15 Increased Positions 27 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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